Plan Ledger DOL Form 5500 · updated monthly

Indian Community School, Inc.401(k)

INDIAN COMMUNITY SCHOOL, INC. 401(K) PLAN · FRANKLIN, WI · plan year 2024

Reported admin expense ratio · 2024
0.38%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Indian Community School, Inc. reported $59,788 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $5,068 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.38%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Wisconsin (978th of 1,936), and 1,733rd of 3,091 in educational services. In 2024, employees put in $1.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,770,097
Participants with balances132
Active participants107
Employer contributions$542,275
Employee contributions$651,692
Employer contribution per active participant$5,068
Average account balance$127,046
Benefits paid to participants$1,340,752
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.8M · 132 accts · $542K emplr
2023$14.7M · 126 accts · $517K emplr
2022$12.7M · 119 accts · $499K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,564
Investment management$45,224
Total administrative$59,788
The Indian Community School, Inc. 401(k) match · 2024
Employer contribution per active participant$5,068
Median for plans this size$2,416
2024$5,068 per active participant
2023$5,122 per active participant
2022$5,036 per active participant

Indian Community School, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$14,564
401K INVESTMENT PROF. · Investment advisory (plan)$46,139

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$59,788 · 0.38%
2023$54,117 · 0.40%
2022$53,134 · 0.40%
Similar plansEducational Services · Wisconsin
Academy of Basic Education WI$23.1M · 0.07%
Pesi, Inc. WI$19.8M · 0.16%
Nbi, Inc. WI$18.2M · 0.46%
Seeds of Health, Inc. WI$15.5M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391154960 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.